Sheila Hill is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has worked at SunTrust Advisory Services and SunTrust Investment Services since 2013. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation analysis, fiduciary support, and a manager‑selection program through third-party managers. The firm combines discretionary and non-discretionary approaches, supported by AI-enabled equity research and inter-affiliate integration across its platform.

William Daines is a CFP® professional with 11 years of industry experience, currently serving at Principal Financial Services in Tampa, FL. He has held roles at Principal Life Insurance Company and Principal Securities, Inc. since 2015 and 2016 respectively, alongside operating Daines Financial since 2019. His credentials also include the Series 66 license. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Leslie Wyatt is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Wyatt has been associated with Diversified Investors Securities Corp. and Diversified Investment Advisors since 2007. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, utilizing Morningstar Investment Management’s proprietary software and model portfolios to deliver personalized asset allocation and retirement guidance.

Ceferino Rodriguez is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. His career includes roles at Raymond James Financial Services and Independent Financial Partners. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and research tools.

Eileen Mccarthy Ritter is a financial advisor with Lincoln Investment who holds Series 63 and Series 66 licenses and has 38 years of industry experience. She has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation and Legend Equities Corporation. Outside of her advisory work, she is the owner of Teachers Sharing Answers, a life and fixed annuity sales business she has operated since 1989. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a notable focus on educators and 403(b) and 457(b) program participants. The firm offers financial planning, advisor-led consulting, and portfolio management supported by an in-house Investment Management & Research team and a range of third-party managers.

Phillip Kline is a CFP® with 12 years of experience in the financial services industry. He is currently with Steward Partners Investment Advisory, LLC and has held roles at Raymond James and Charles Schwab during his career. He is based in Land O' Lakes, FL. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services.

Frank Wilson is a CFP®, ChFC®, and Series 66-licensed financial advisor with 20 years of industry experience. He currently works at Empower Advisory Group and has held positions at Morgan Stanley and E*TRADE Securities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm operates through an integrated model aligned with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

La Porsha Campbell is a Series 65 credentialed financial advisor with Empower Advisory Group and has one year of industry experience. Her background includes positions at Ignite Financial Advisors and Florida Financial Advisors, and she previously worked at Moffitt Cancer Center. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage account holders. The firm offers integrated services connected to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Elisabeth Henderson is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has been with Transamerica Retirement Solutions and related entities since 2013. Outside of her advisory role, she is involved in authoring a cookbook and is the legal owner of an online apparel store managed by her son. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed portfolios and non-discretionary recommendations supported by Morningstar Investment Management’s proprietary software and model asset allocations. The firm operates on a large scale with a focus on asset allocation, contribution guidance, and retirement planning education.

Taylor Harroun is a CFP® professional with 17 years of industry experience. He has worked at Creative Planning since 2017 and was previously with T. Rowe Price Investment Services, Inc. from 2009 to 2017. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process that emphasizes low-cost indexing alongside supplemental strategies, supported by a broad range of affiliated non-investment businesses such as an affiliated law firm and trust company.

Lucinda Alcott is a financial advisor at Transamerica Financial Advisors with 27 years of industry experience. She holds a Series 63 designation and has worked at Transamerica Financial Advisors and World Financial Group since 2018, following two years at Securities Support Unit/Signator Investors. In addition to her advisory role, she may perform home office functions for other business units within Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with a variety of fee-based and commission-based investment programs. The firm combines proprietary model portfolios with third-party money managers and operates as both a registered broker-dealer and registered investment advisor.

Terry Kors is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 66 licenses and nine years of industry experience. He has been with Private Advisor Group since 2020 and has worked as a self-employed professional since 2000. Outside of his advisory role, Mr. Kors serves as a FINRA arbitrator, a bank liquidation consultant, and a public school substitute teacher. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to a variety of managed account solutions. The firm employs a fiduciary-based advisory model and utilizes technology platforms and multiple investment strategies, often implementing advice through third-party managers and turnkey asset management programs.

Bert Ritter is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Lincoln Investment since 2017 and previously spent 14 years at Legend Equities Corporation. Ritter is also the owner of Teachers Sharing Answers, a life and fixed annuity and tax/accounting marketing business he has operated for over four decades. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm provides financial planning, advisor-led consulting, and portfolio management through model portfolios and third-party managers, supported by an in-house Investment Management & Research team.

Brandi Starr is a CFP® professional with 19 years of industry experience. She is currently with Empower Advisory Group and has previously worked at Morgan Stanley and E*TRADE. Outside of her advisory role, she volunteers as a group leader for a financial freedom class at Grace Family Church, focusing on budgeting, saving, and spending goals. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm offers integrated services tied to Empower’s administrative platforms, emphasizing long-term portfolio returns and annual rebalancing through proprietary and third-party planning methodologies.

Ryan Frankel is a CFP® professional with nine years of experience in financial advising. He is currently with Mercer Global Advisors Inc. and has previously worked at Kestra Advisory and Morgan Stanley, among other firms. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering discretionary and non-discretionary investment advisory services along with financial, tax, retirement, estate planning, and family office services. The firm’s investment approach focuses on globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, and other investment strategies, supported by educational content and specialized service lines.

Spencer Dix is a Series 65-licensed advisor with six years of industry experience, affiliated with AE Wealth Management, LLC. His work history includes roles at Summit Insurance Management, Summit Wealth Management Advisors, Costa Rica Land Capital Partners, and Baum Wealth Management. In addition to his advisory duties, he holds a vice president position in operations and associates producer at Baum Financial Services, where he is involved in insurance sales and services. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios with fundamental, technical, and cyclical analysis methods, managing roughly $49.8 billion across more than 127,000 clients.

Chester Blackmon is a financial advisor at AE Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at firms including Trident Retirement Group, Horter Investment Management, Big Financial Services, and Accurate Advisory. Outside of his advisory role, he is the owner of Trident Retirement Group, which involves insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining various model portfolios and discretionary management, supporting advisors with internal consulting and model licensing programs.

Jonathan Abbuehl is a financial advisor with TIAA-CREF who holds a Series 66 designation and has 12 years of industry experience. He has been with TIAA-CREF since 2017, and previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2017. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with connections to TIAA-administered retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management using model or customized portfolios through a vertically integrated advisory structure.

Charles Waddell Jr. is a financial advisor at Lincoln Investment with 31 years of industry experience. He holds the Series 66 designation and has worked at Lincoln Investment since 2017, following roles at Legend Equities Corporation, F & S Asset Management Group, Inc., Cincinnati Analysts, Inc., Transamerica Financial Advisors, and Wells Fargo Clearing. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and adaptive strategies.

Heike Soell Parrish is a financial advisor at Empower Advisory Group with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at J.W. Cole Advisors and T. Rowe Price Investment Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial planning, serving a large participant base relative to its advisor headcount.